Tom joined Wealth Enhancement in November 2021 as an investment analyst specializing in fixed-income research and trading. Previously, he spent a decade as a senior buyer for a large automotive group, making purchasing decisions for nine different automotive franchises. Tom’s passion for financial markets caused him to change career tracks and enter the wealth management industry.

Adam got his start in the financial services industry in 2008 as an intern with Wealth Management Group. Adam joined Wealth Enhancement Group in 2023. His success as a financial planner is the result of his unwavering commitment to professionalism and personal service. He is dedicated to learning about his clients' personal goals and priorities and working with them to build a unique financial security plan that best fits their financial objectives.

With over 17 years of experience in the financial industry, Jenn brings significant knowledge and experience to her clients as a seasoned financial advisor with Wealth Enhancement. Jenn's career began with a focus on employer-sponsored retirement plans, where she excelled in teaching people about investing, retirement planning, Social Security strategies, and more.

Dana began her professional career as a power distribution design engineer with Eaton Corporation. After a number of years in the electrical industry, she decided to pursue a career in wealth management to allow her to serve families and individuals in a meaningful way. In her role at Wealth Enhancement Group, Dana and her team provide a full range of financial planning services, specializing in: Retirement Income, Investment Management, and Tax Planning.

Matthew has served in the financial services and banking industry since 2010. He worked at Wells Fargo and U.S. Bank before becoming a financial planner at Fidelity Investments. He went on to become a Vice President, Financial Advisor at PNC and a Wealth Management Advisor at TIAA before joining Wealth Enhancement Group in July 2023.

Kerry has over 20 years of in-depth experience in wealth management, having previously served as a Senior Wealth Advisor at The Mather Group and as a Regional Vice President at Mercer Advisors. He specialized in coordinating and integrating clients’ financial plans, tax strategies, investment management and estate plans. Before diving into the financial services industry, he spent six years in the US Navy as a nuclear operator on submarines.

Adam is dedicated to providing comprehensive financial counseling to both existing and prospective clients, focusing on a holistic approach to wealth management. With over 15 years of industry experience, Adam is proficient in a wide array of financial planning areas, including investment, tax, retirement, insurance, and education planning. His passion lies in helping clients make informed decisions with their hard-earned money.

Evan believes in meaningful client-advisor relationships and has a passion for gaining a deep understanding of what is important to his clients. He has over nine years of knowledge and experience in the financial services industry, previously working at UBS as a Financial Advisor and Corporate Stock Benefit Consultant. Evan joined Wealth Enhancement group through the 2020 JOYN acquisition.

Prior to assuming her current position as regional vice president for new client development at Wealth Enhancement, Siobhan had 13+ years of experience in the financial services industry — first, as a wealth advisor associate working with clients through the full planning and investing process, and subsequently, as a financial wholesaler throughout northern and southern California.

Nick began his career in the financial services industry in 2022 as an intern with Wealth Enhancement, transitioning to a full-time position as a financial planning assistant after graduation from college. He is dedicated to delivering great service to his clients and focuses on working in the client’s best interests, from client onboarding to operations and trading.